SRM Advisors

CONNECT

Address:

6600 SW 92nd Avenue Suite 201
Portland, OR 97223

Phone:

503-244-8905,Toll Free: 800-729-0244

Fax/Other:

503-863-5963

Todd Simones

Todd Simones

Chief Investment Officer

Joined SRM Advisors in 2018. Along with driving the strategic direction of investments at the firm, Todd also serves on the management team as well. 

Todd was previously at Key Private Bank, where he worked as part of a team that managed and constructed investment portfolios for institutional and high-net worth clients.  Before that he was at Leader Capital, a fixed income firm with $1.6 billion under management, primary focus was research and promotion of the fixed income products.  Todd started his career at Franklin Templeton Investments, where he was able to gain knowledge from one of the largest institutional managers in the world.

He enjoys the outdoor environment that the Pacific Northwest has to offer with his wife Jessica and two dogs Newman & Leroy.

Phone 503-244-8905
Fax 503-863-5963
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck